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Maximizing Retirement
Security with
Fixed-Index Annuities

Are you nearing the age of retirement? If you’re in the process of planning for the future, Winston & Winston Inc. can help. We offer financial planning and retirement services, such as fixed index annuities to help you safeguard your finances for the future. 

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What is a Fixed Index Annuity?

A fixed-index annuity is a tax-deferred, long-term savings vehicle designed to provide principal protection in downturns while offering growth opportunities during market upswings. Unlike traditional fixed annuities, which offer a predetermined interest rate, fixed-index annuities derive returns based on the performance of an underlying index, such as the S&P 500 Composite Stock Price Index. This unique structure combines the safety of a fixed annuity with the growth potential of market-linked investments, making it an attractive option for risk-averse investors approaching retirement age.

How It Could Be Beneficial for You?

• Downside Risk Protection: FIAs shield your investment from market downturns, providing peace of mind during more volatile economic times.

• Growth Potential: While protecting your principal investment, FIAs offer the potential to earn interest based on changes in chosen indexes or fixed interest rates, allowing for growth and minimizing risk.

• Income Generation: FIAs can be utilized to create a steady income stream during retirement, helping bridge income gaps and ensuring financial stability.

• Flexibility: Our FIAs provide various crediting methods and flexible income options tailored to your financial goals and retirement plans.

• Roll Over Funds at 59 & a Half: A significant advantage of FIAs is the ability to roll over funds at age 59 and a half, allowing you to manage your retirement savings efficiently and explore diversified investment options.

Contact Winston & Winston Inc. today for fixed index annuities and more!

With FIAs, you enjoy protection from market volatility, ensuring that even if the market experiences losses, your investment remains intact. If you’re nearing retirement or looking to diversify your portfolio with a low-risk option, contact Winston & Winston Inc. today.

For personalized assistance in maximizing the benefits of fixed-index annuities and crafting a comprehensive retirement plan, contact us online or call (386) 293-4420 today. Your financial well-being is our priority, and we're committed to helping you achieve your retirement goals with confidence and clarity.
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Federal retirement planning and savings strategies